---
title: "How to use the client invoice portal | tobbli"
canonical_url: "https://tobbli.com/en/support/client-portal"
last_updated: "2026-09-20T21:12:28.881Z"
meta:
  description: "Invite a client to review invoices, accept quotes, and upload files in the tobbli portal."
  "og:description": "Invite a client to review invoices, accept quotes, and upload files in the tobbli portal."
  "og:title": "How to use the client invoice portal | tobbli"
  "twitter:description": "Invite a client to review invoices, accept quotes, and upload files in the tobbli portal."
  "twitter:title": "How to use the client invoice portal | tobbli"
---

**Support**

# **Client portal**

The client portal is their login, not a copy of your studio. Turn it on per client so they can review invoices, accept quotes, and upload files without a shared inbox thread.

[**Start for free **](https://app.tobbli.com/register) [**Browse the FAQ**](https://tobbli.com/en/faq)

1. **1**## **Turn portal access on from the client record**

   Open the client and enable portal access. They receive their own sign-in. You are not sharing your workspace password.
2. **2**## **Tell them what they will see**

   They see the documents and files you share with them — invoices to review, quotes to accept, uploads. They do not see other clients, your timers, or studio settings.
3. **3**## **Send a quote they can accept in the portal**

   When the quote is ready, they can accept or decline it from their login instead of forwarding a PDF around. Accepting creates a draft invoice for you.
4. **4**## **Let them upload, then turn access off if the job ends**

   Files they upload land on that client. If the engagement is over and you no longer want them in the portal, disable access on the client record.

## **What stays only in your studio**

Time entries, expense receipts you have not shared, catalog internals, and other clients never appear in their list. The portal is a window onto their documents, not a second tobbli account with your data.

## **If they cannot sign in**

Confirm portal access is still on, and that they are using the email on the client record. If that checks out, write to support — do not create a second client to “try again”, or you will split their documents.

**More guides**

## **Related topics**

[<h3>**Getting started**</h3>Set up your business, add your first client, and create your first invoice.**Open the guide **](https://tobbli.com/en/support/getting-started) [<h3>**Invoices, quotes & credit notes**</h3>Learn how to create and send documents, choose templates, work with taxes, and make corrections.**Open the guide **](https://tobbli.com/en/support/documents) [<h3>**Time tracking**</h3>Track your work and turn billable hours into invoice items.**Open the guide **](https://tobbli.com/en/support/time-tracking)

**Still need help?**

## **Talk to a real person.**

Can’t find the answer you need? Send us a message and someone from the tobbli team will get back to you. We’re a small European team and we read every message.

**Email support**

[**support@tobbli.com**](mailto:support@tobbli.com)

We reply within one business day, Monday to Friday.

**Data & privacy requests**

[**privacy@tobbli.com**](mailto:privacy@tobbli.com)

For data export, deletion, and privacy questions.

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